It would be great to have a finance tab for organizations. At times we need to invoice an organization. Our current work around is to create a "Person" with the name of the organization. Our old work around was to invoice the individual in charge of paying for the organization, however this could get confusing if and when that individual also becomes a student as their personal invoices and organization invoices would both be in the same user's account; plus it's just not kosher.
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6 comments
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Joel Wingo We also receive fees from some Organizations. It would be great if we could track these fees and invoice from the Organizations profile with a Finance tab.
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Carlos Marin Hello again gentlemen: Any update on this request?
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Carlos Marin Gents: any update on this? Is there a philosophical reason why a Finance Tab would not be available for organizations?
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Mark Ackerman Hi Carlos,
Could you describe more about what kind of invoices you issue to organizations? The reason this hasn't been considered much is because organizations are never students and therefore any invoice issued to them would be outside the realm of "student billing" and Populi isn't a full-fledged accounting software intended to do that. Is it employers paying tuition on behalf of their employee and they are requesting an invoice?
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Carlos Marin Hi Mark:
Yes, employers (or third parties such as churches) seeking to pay on behalf of the student. Sometimes, they want the student to pay Room & Board, but they want to cover Tuition.
Also, often churches/groups want to purchase curriculum/materials from us, so we use Populi to generate and track the invoice/payment. For now, we either create a fake "person" with the church's name or we invoice an individual that will make the payment on behalf of the church (the administrator or program director). The reason we use this is because we generate our deposit slips through Populi which is batched and sent to accounting once a week; we like to keep all our invoices in one place. It's a good work around for now.
This is low priority, but I thought I'd follow up. Maybe I'm just beating a dead horse?
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Mark Ackerman Hi Carlos,
Bookstore is a pretty valid use case, I suppose. I can also understand how if most of your invoicing happens in Populi, it's nice from a bookkeeping perspective for all of your invoicing to be in Populi.
We don't have this on our development docket right now, due to the low demand, but I don't want to discourage you from being vocal in our Feature Request Forum. As you can see by scrolling through the first few pages of top-voted Feature Requests, it's pretty important to us. Thanks!
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